$163 Million is the total value of Insight Wealth Partners, LLC's 53 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QEP | New | QEP RESOURCES INC | $450,000 | – | 188,434 | +100.0% | 0.28% | – |
| BSCP | New | INVESCO EXCH TRD SLF IDX FD | $233,000 | – | 10,300 | +100.0% | 0.14% | – |
| SNPE | New | DBX ETF TRxtrackers s&p | $230,000 | – | 6,991 | +100.0% | 0.14% | – |
| BSJP | New | INVESCO EXCH TRD SLF IDX FD | $214,000 | – | 8,740 | +100.0% | 0.13% | – |
| XOM | New | EXXON MOBIL CORP | $206,000 | – | 4,992 | +100.0% | 0.13% | – |
| PZA | New | INVESCO EXCH TRADED FD TR IInatl amt muni | $201,000 | – | 7,415 | +100.0% | 0.12% | – |
| RIG | New | TRANSOCEAN LTD | $23,000 | – | 10,006 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 75.7% |
| ISHARES TR | 16 | Q3 2023 | 18.2% |
| FIDELITY MERRIMACK STR TR | 16 | Q3 2023 | 5.8% |
| ISHARES TR | 16 | Q3 2023 | 4.4% |
| ISHARES TR | 16 | Q3 2023 | 3.6% |
| ISHARES TR | 16 | Q3 2023 | 3.0% |
| TEXAS INSTRS INC | 16 | Q3 2023 | 1.4% |
| INVESCO EXCH TRD SLF IDX FD | 16 | Q3 2023 | 1.2% |
| CISCO SYS INC | 16 | Q3 2023 | 1.0% |
| WP CAREY INC | 16 | Q3 2023 | 0.9% |
View Insight Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-12-01 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-04 |
View Insight Wealth Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.